Geneos Wealth Management
HESM icon

Geneos Wealth Management’s Hess Midstream HESM Stock Holding History

Geneos Wealth Management’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$91.6K Hold
2,450
– – ﹤0.01% 1417
2026
Q2 		$92.1K Sell
2,450
-550
-18% -$21.1K ﹤0.01% 1237
2026
Q1 		$117K Buy
3,000
+250
+9% +$9.26K ﹤0.01% 1133
2025
Q4 		$94.9K Buy
2,750
+350
+15% +$11.8K ﹤0.01% 1162
2025
Q3 		$82.9K Hold
2,400
– – ﹤0.01% 1187
2025
Q2 		$92.4K Buy
2,400
+300
+14% +$11.4K ﹤0.01% 1283
2025
Q1 		$88.8K Hold
2,100
– – ﹤0.01% 1208
2024
Q4 		$77.8K Hold
2,100
– – ﹤0.01% 1149
2024
Q3 		$74.1K Hold
2,100
– – ﹤0.01% 1058
2024
Q2 		$76.5K Hold
2,100
– – ﹤0.01% 941
2024
Q1 		$75.9K Buy
2,100
+500
+31% +$16.9K ﹤0.01% 936
2023
Q4 		$50.6K Hold
1,600
– – ﹤0.01% 1055
2023
Q3 		$46.6K Buy
1,600
+200
+14% +$6.03K ﹤0.01% 1101
2023
Q2 		$43K Hold
1,400
– – ﹤0.01% 1116
2023
Q1 		$40.5K Hold
1,400
– – ﹤0.01% 1136
2022
Q4 		$41.9K Buy
1,400
+500
+56% +$14.3K ﹤0.01% 1108
2022
Q3 		$22K Sell
900
-2,100
-70% -$60K ﹤0.01% 1288
2022
Q2 		$84K Hold
3,000
– – ﹤0.01% 1075
2022
Q1 		$90K Buy
3,000
+2,400
+400% +$72.5K ﹤0.01% 1131
2021
Q4 		$16K Hold
600
– – ﹤0.01% 1991
2021
Q3 		$16K Buy
+600
New +$15.2K ﹤0.01% 2028

Other funds holding HESM

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $16.8B AUM 27.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Geneos Wealth Management's HESM Position: Q3 2026 in Review

Geneos Wealth Management held its Hess Midstream (HESM) position steady in Q3 2026 at 2,450 shares worth $91.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Geneos Wealth Management first reported a position in HESM in Q3 2021 and has held it in 21 quarters since. The position peaked at $117K in Q1 2026. 212 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • Geneos Wealth Management held 2,450 shares of Hess Midstream worth $91.6K as of Q3 2026.
  • Geneos Wealth Management left its Hess Midstream share count unchanged in Q3 2026.
  • Hess Midstream made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1417 holding.
  • Geneos Wealth Management first reported a position in Hess Midstream in Q3 2021 and has held it in 21 quarters since.
  • Geneos Wealth Management's Hess Midstream position peaked at $117K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.